PGIM India Large Cap Fund - Growth
Fund House: PGIM India Mutual Fund| Category: Equity: Large Cap |
| Launch Date: 05-01-2003 |
| Asset Class: Equity |
| Benchmark: NIFTY 100 TRI |
| TER: 2.41% As on (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 531.23 Cr As on 28-02-2025(Source:AMFI) |
| Turn over: 47% | Exit Load: W.E.F 10th Jan 2022, Any redemptions/switch-outs would be subject to an exit load of 0.50%, if the units are redeemed/switched out within 90 days from the date of allotment of units NIL - If the units are redeemed/ switched- out after 90 days from the date of allotment of units |
301.1
-0.56 (-0.186%)
16.61%
Benchmark: 16.74%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 100 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
0 Years 11 Months
3 Years 2 Months
3 Years 3 Months
11 Years 4 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme aims to generate long term capital growth from a diversified portfolio of equity and related securities. It will invest in companies across a range of market capitalization with a preference for medium and large companies. Investments will be pursued in selected sectors based on the investment team's analysis of business cycles, regulatory reforms, competitive advantage etc.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 12.55 |
| Sharpe Ratio | 0.26 |
| Alpha | -1.37 |
| Beta | 0.88 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| PGIM India Large Cap Fund - Growth | 05-01-2003 | 1.01 | 12.21 | 10.51 | 14.85 | 8.88 |
| Motilal Oswal Large Cap Regular Plan Growth | 06-02-2024 | 22.09 | - | - | - | - |
| DSP Top 100 Equity Fund - Regular Plan - Growth | 05-03-2003 | 11.72 | 22.51 | 16.87 | 17.94 | 10.01 |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | 01-12-2022 | 8.21 | 20.97 | - | - | - |
| SBI Blue Chip Fund-Regular Plan Growth | 01-02-2006 | 6.77 | 16.2 | 12.72 | 18.96 | 11.16 |
| Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option | 05-08-2010 | 6.63 | 18.33 | 12.81 | 18.21 | 11.99 |
| Aditya Birla Sun Life Frontline Equity Fund-Growth | 05-08-2002 | 5.26 | 18.05 | 12.82 | 19.03 | 10.86 |
| Invesco India Largecap Fund - Growth | 21-08-2009 | 5.25 | 19.97 | 12.53 | 18.07 | 10.83 |
| Kotak Bluechip Fund - Growth | 29-12-1998 | 5.23 | 17.28 | 12.92 | 18.98 | 11.13 |
| Mirae Asset Large Cap Fund - Growth Plan | 01-04-2008 | 4.82 | 14.34 | 10.11 | 16.96 | 11.61 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
1.76%
Large Cap
88.32%
Mid Cap
9.92%
